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Strategy Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wolverine Asset Management LLC
INCREASED
Shares33,905,000 from 3,905,000
Change+30,000,000 (+768%)
Value$37.0M (+$33.4M)
Filed 2026-11-02
Calamos Advisors LLC
UNCHANGED
Shares22,500,000 from 22,500,000
Change0 (0%)
Value$24.6M (+$3.8M)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares648,000 from 589,000
Change+59,000 (+10%)
Value$711.5K (+$172.5K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares466,000 from 183,000
Change+283,000 (+155%)
Value$504.8K (+$337.1K)
Filed 2026-11-04
Central Pacific Bank - Trust Division
NEW
Shares299,000
Change+299,000
Value$323.9K
Filed 2026-10-06
ZWJ Investment Counsel Inc
NEW
Shares10,000
Change+10,000
Value$10.9K
Filed 2026-10-15
Context Capital Management, LLC
CLOSED
Shares0 from 15,649,000
Change-15,649,000 (-100%)
Value$0 (-$14.4M)
Filed 2026-11-04
Jefferies Financial Group Inc.
CLOSED
Shares0 from 214,000
Change-214,000 (-100%)
Value$0 (-$194.6K)
Filed 2026-11-05
Linden Advisors LP
N/A
Shares— from 107,639,000
Change-107,639,000 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 106,875,000
Change-106,875,000 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 43,500,000
Change-43,500,000 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 38,723,000
Change-38,723,000 (-100%)
Value—
Tenor Capital Management Co., L.P.
N/A
Shares— from 35,000,000
Change-35,000,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 34,850,000
Change-34,850,000 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 27,910,000
Change-27,910,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 15,095,000
Change-15,095,000 (-100%)
Value—
Whitebox Advisors LLC
N/A
Shares— from 14,596,000
Change-14,596,000 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 12,894,000
Change-12,894,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 12,200,000
Change-12,200,000 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 12,000,000
Change-12,000,000 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 10,000,000
Change-10,000,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,500,000
Change-9,500,000 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 7,500,000
Change-7,500,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,123,000
Change-7,123,000 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 6,000,000
Change-6,000,000 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 3,000,000
Change-3,000,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,438,000
Change-2,438,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,500,000
Change-1,500,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,130,000
Change-1,130,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,001,000
Change-1,001,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 712,000
Change-712,000 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 236,000
Change-236,000 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 129,000
Change-129,000 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Status
Wolverine Asset Management LLC
INCREASED33,905,0003,905,000+30,000,000+768%$3.6M$37.0M+$33.4M2026-11-02
Calamos Advisors LLC
UNCHANGED22,500,00022,500,00000%$20.8M$24.6M+$3.8M2026-11-02
Barclays PLC
INCREASED648,000589,000+59,000+10%$539.0K$711.5K+$172.5K2026-11-06
Citigroup Inc
INCREASED466,000183,000+283,000+155%$167.7K$504.8K+$337.1K2026-11-04
Central Pacific Bank - Trust Division
NEW299,000—+299,000——$323.9K—2026-10-06
ZWJ Investment Counsel Inc
NEW10,000—+10,000——$10.9K—2026-10-15
Context Capital Management, LLC
CLOSED015,649,000-15,649,000-100%$14.4M$0-$14.4M2026-11-04
Jefferies Financial Group Inc.
CLOSED0214,000-214,000-100%$194.6K$0-$194.6K2026-11-05
Linden Advisors LP
N/A—107,639,000-107,639,000-100%$98.7M———
Weiss Asset Management LP
N/A—106,875,000-106,875,000-100%$98.7M———
Verition Fund Management LLC
N/A—43,500,000-43,500,000-100%$40.1M———
Advent Capital Management
N/A—38,723,000-38,723,000-100%$35.8M———
Tenor Capital Management Co., L.P.
N/A—35,000,000-35,000,000-100%$32.2M———
D. E. Shaw & Co., Inc.
N/A—34,850,000-34,850,000-100%$32.0M———
Susquehanna Advisors Group, Inc.
N/A—27,910,000-27,910,000-100%$253.5K———
State Street Corp
N/A—15,095,000-15,095,000-100%$14.0M———
Whitebox Advisors LLC
N/A—14,596,000-14,596,000-100%$13.4M———
Lord, Abbett & Co. LLC
N/A—12,894,000-12,894,000-100%$11.8K———
BlackRock, Inc.
N/A—12,200,000-12,200,000-100%$11.2M———
Aristeia Capital, L.L.C.
N/A—12,000,000-12,000,000-100%$11.1M———
Jump Financial, LLC
N/A—10,000,000-10,000,000-100%$9.2M———
Bank of Montreal
N/A—9,500,000-9,500,000-100%$18.8M———
Greenland Capital Management LP
N/A—7,500,000-7,500,000-100%$6.9M———
FMR LLC
N/A—7,123,000-7,123,000-100%$6.5M———
Lombard Odier Asset Management (USA) Corp
N/A—6,000,000-6,000,000-100%$5.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—3,000,000-3,000,000-100%$2.8M———
Morgan Stanley
N/A—2,438,000-2,438,000-100%$2.2M———
Goldman Sachs Group Inc
N/A—1,500,000-1,500,000-100%$1.4M———
BNP Paribas Financial Markets
N/A—1,130,000-1,130,000-100%$1.0M———
Bank of America Corp
N/A—1,001,000-1,001,000-100%$917.3K———
JPMorgan Chase & Co
N/A—712,000-712,000-100%$652.6K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—400,000-400,000-100%$365.3K———
SG Americas Securities, LLC
N/A—350,000-350,000-100%$31.3K———
UBS Group AG
N/A—236,000-236,000-100%$216.3K———
Tidal Investments LLC
N/A—129,000-129,000-100%$118.9K———
Insigneo Advisory Services, LLC
N/A—13,000-13,000-100%$11.9K———
Showing 36 of 36 institutions